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Building 2FPC INVESTMENT ADVISORY, INC.

Map pinPETALUMA, CA
Phone(707) 795-0500
NotebookSEC #801-112493
Total AUM
$364.6M
Employees
5
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1465 NORTH MCDOWELL BLVD
SUITE 170
PETALUMA
CA 94954
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(707) 795-0500
Other Offices
1

ReceiptFinancials

Total AUM
$364.6M
Accounts
753
Discretionary
$364.6M
Accounts
753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$82M
HNW Individual Clients
92
AUM
$282.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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